Investment services in and around Seattle
Explore Your Financial Goals And Plans With State Farm
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Jeff Kalvelage is happy to help walk you through the specifics.
Investment Services
Are you looking to save for a new house, plan for college expenses, or establish an emergency fund? State Farm agents are available to help you know where to start.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
As you sift through options and goals, including Seattle State Farm agent Jeff Kalvelage, can be a worthwhile resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your stage of life, and more. For assistance considering specific options, registered agent Jeff Kalvelage is happy to help.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
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Simple Insights®
What does the executor of a will do?
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Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.